LUTHERAN ENDOWMENT & AID FUNDINC (EIN 341789663) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

TERRY WAKELEE

Phone

4409512997

Tax Period

2024-07-01 to 2025-06-30

LUTHERAN ENDOWMENT & AID FUNDINC, founded in 1993, is a small nonprofit in the Religion sector that reported $136K in total revenue in fiscal year 2024. Expenses of $174K exceeded revenue, resulting in a 28% operating deficit.

Mission

SEE STATEMENT - SCHEDULE 0

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,192

Program Service Revenue $0

Investment Income $123,234

Other Revenue $0

TOTAL REVENUE $136,426

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,154

Other Expenses $174,154

TOTAL EXPENSES $174,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,426	$-1,332	-103.4%
Expenses	$174,154	$71,945	+1.4%
Net Income	$-37,728	$-73,277	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BROCKWAY	TRUSTEE	N/A	Director	$0	$0	$0
TOM NEUMAN	TRUSTEE	N/A	Director	$0	$0	$0
TERRY WAKELEE	PRESIDENT	N/A	Officer Director	$0	$0	$0
RUSSELL WALTON	TREASURER	N/A	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$136,426	$174,154	$2,037,531	$-37,728
2024	$-1,332	$71,945	$2,064,894	$-73,277
2023	$79,605	$220,016	$2,124,768	$-140,411
2022	$643,910	$142,413	$2,256,058	$501,497
2021	$100,847	$18,360	$1,772,615	$82,487
2020	$122,117	$27,117	$1,671,318	$95,000
2019	$219,090	$15,273	$1,577,087	$203,817
2018	$85,918	$15,681	$1,370,313	$70,237

LUTHERAN ENDOWMENT & AID FUNDINC